Navigating Market Trends for Education Funding
Setting the right financial goals for your family’s education plans requires a close look at the market. The right education plan can spell the difference between a smooth college experience and a disastrous headache, and that’s why 75% of parents in 2024 have started helping their children save for college early. Building a solid education savings strategy involves thinking through and appropriately navigating the many different savings vehicles available, tax implications, roadmaps...
Essential Wealth Management Strategies for Entrepreneurs
Learn how to establish essential wealth management strategies for entrepreneurs the right way, the first time. Owning a business brings a unique set of financial risks, but those risks are offset by the opportunity to build generational wealth and achieve your long-term financial goals. Managing those risks effectively to maximize your chances for success starts with effective wealth management for entrepreneurs, from thoroughly understanding your unique financial position as a business owner...
How to Balance Retirement and College Savings
Both investments are important. Learn how to balance both for long-term financial health. Saving your money is challenging enough, but how do you strike the right balance between retirement and college savings amidst economic uncertainty and tuition costs rising at an average of about 7% annually? It’s by no means an easy feat, and most parents would agree: According to the 2024 College Savings Indicator report from Fidelity, parents care more about...
College Planning for Single Parents
Learn the simple steps you can take right now with college planning to ensure a bright and financially secure future for your children. You don’t have to wait until your child is older to start planning for college; in fact, the earlier you start saving up for tuition costs, the better! Having a plan in place provides more flexibility when your child graduates and helps you maximize your savings over time. That’s...